US Tax Compliance Specialist

vor 2 Wochen


Zürich, Zürich, Schweiz Bank Vontobel Vollzeit
Job Title: US Tax Specialist

We are seeking a highly skilled US Tax Specialist to join our team at Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA). As a key member of our compliance team, you will play a crucial role in maintaining excellent regulatory tax compliance.

Key Responsibilities:
  • Provide expert guidance on tax reclaim and client tax reporting, ensuring compliance with US and Swiss tax regulations.
  • Assist in client data maintenance, mutation, and controls, including account openings, closings, and static data adjustments.
  • Support the Head of Tax in regulatory reporting, including 1099, 1042, 1042-S, FATCA, and AEI.
  • Collaborate with the Head of Tax, Client Relationship Managers, and the head of Group Tax to ensure seamless compliance.
Requirements:
  • At least four years of practical working experience in tax reclaim, either in the financial services industry or a consulting/audit company.
  • Excellent working knowledge of FATCA/QI and AEI regimes.
  • Understanding of the banking business and very good written and spoken German and English.
  • Exposure to US-specific tax reporting advantageous.
  • Experience working with Avaloq beneficial.
What We Offer:
  • A friendly, diverse team in an open-office space with a dynamic work environment.
  • The latest technology to help you excel and advance in your career.
  • A flat hierarchy with collaboration on all levels and flexible working times.
  • Diverse benefits and a first-class lunch menu when working in the office.

We are an equal opportunity workplace committed to creating an environment where everyone can be themselves. If you have any questions, please contact us through our contact form.



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